Goldman Lancaster, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$333,810,996
Clients
380
Advisors
3
of 5 employees
About
Goldman Lancaster serves individuals — including both high-net-worth and non‑HNW clients — as well as corporations, non‑profits, trusts, estates, and retirement plans. The firm offers comprehensive portfolio management, financial planning and consulting, qualified retirement plan services, retirement plan participant consulting, and business continuity and corporate benefit planning.
The firm’s investment process relies on fundamental analysis combined with strategic and tactical asset allocation, and may employ trend‑following and value investing across ETFs, mutual funds and individual securities; portfolios under its Comprehensive Portfolio Management service are managed on an individualized, discretionary basis with at least annual reviews and periodic rebalancing. For retirement plans it acts as an ERISA §3(21) fiduciary when providing investment management for plan sponsors and provides tailored, written recommendations for plan participants without exercising participant‑level discretion.
Compared with many peers, Goldman Lancaster sponsors a wrap fee program and receives a portion of wrap fees, and its principals are registered representatives and licensed insurance agents who may recommend commissionable insurance and brokerage products. The firm also maintains a custodial and execution relationship with a national broker‑dealer that supplies research and operational services, and it describes internal policies and fiduciary duties intended to address potential conflicts arising from those affiliations.
Client services
Expertise
Fee options
Flat fees for retirement plan participant consulting services determined case-by-case
Principals may earn commissions from securities and insurance sales, but advisory services are fee-based.
$350 per hour for consulting services
Minimum fee: Financial Planning & Consulting Minimum Fees range from $1,500 to $5,000 based on personal net worth tiers Fee-only: Financial planning and consulting fees charged as minimum fees or hourly fees; no commissions on advisory fees.
Main office
301 East Ocean Blvd., Suite 1150
Long Beach CA 90802
Advisors at this office
3
Most active in
Arizona · California · Colorado · Illinois · Louisiana · Nevada · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Bradley L
CFP®, Series 63
Long Beach, CA
Goldman Lancaster, Inc.
Bradley Lancaster is a CFP® with 38 years of industry experience. He is a principal at Goldman Lancaster, Inc., where he has worked since 1994, and has been affiliated with LPL Financial since 1997. In addition to his advisory work, he is involved in insurance sales through his sole proprietorship and the firm. Goldman Lancaster, Inc. is a small advisory practice serving individual investors, corporations, non-profits, trusts, estates, and retirement plans. The firm offers comprehensive portfolio management and financial planning with a focus on tailored strategies that include fundamental analysis and a variety of investment instruments.
Glenn G
Series 63, Series 66
Long Beach, CA
Goldman Lancaster, Inc.
Glenn Goldman is a financial advisor with Goldman Lancaster, Inc. in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Goldman Lancaster since 1994 and has also worked with LPL Financial since 1997. Outside of advisory services, he is involved in non-variable insurance activities. Goldman Lancaster serves individual investors, corporations, non-profits, trusts, estates, and retirement plans through portfolio management, financial planning, and qualified retirement plan services. The firm manages approximately $321 million for about 382 clients and employs a variety of investment strategies, including strategic and tactical asset allocation, using ETFs, mutual funds, stocks, bonds, and annuities.
Michael M
Series 66
Long Beach, CA
Goldman Lancaster, Inc.
Michael Martin is a financial advisor with Goldman Lancaster, Inc. in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Goldman Lancaster since 2013 and has also maintained a relationship with LPL Financial since 2007. Outside of his advisory work, he provides occasional support for a small family business, A Bite of Good. Goldman Lancaster serves individual investors, corporations, non-profits, trusts, estates, and retirement plans through portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $321 million for about 382 clients, offering tailored investment strategies that include ETFs, mutual funds, stocks, bonds, and annuities, with both discretionary and non-discretionary services.
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